Financial ADVSR advisor directory · SEC adviser records
Capitol Financial Consultants, Inc. financial advisors in McLean, VA
Every SEC-registered investment adviser representative at a Capitol Financial Consultants, Inc. office in McLean, A to Z.
The short answer
4 registered advisors work at Capitol Financial Consultants, Inc. in McLean, out of 4 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Capitol Financial Consultants, Inc. advisors in McLean, A to Z
Every Capitol Financial Consultants, Inc. advisor →- Jeffrey R. LippmanCertified Financial Planner, Chartered Financial Consultant
- Mikayla O. RodarteInvestment adviser rep
- Joel E. StillmanCertified Financial Planner
- Joshua D. StillmanInvestment adviser rep
Capitol Financial Consultants, Inc. advisors in every city and state →Capitol Financial Consultants, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in McLean
All McLean advisors →Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12
Questions
How many financial advisors does Capitol Financial Consultants, Inc. have in McLean?
4 investment adviser representatives are registered at Capitol Financial Consultants, Inc. offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Capitol Financial Consultants, Inc. one of the largest advisor employers in McLean?
Capitol Financial Consultants, Inc. ranks number 27 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.
How do I check a Capitol Financial Consultants, Inc. advisor in McLean?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capitol Financial Consultants, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.